fbpx

FINANCIAL PLANNING | INVESTMENT MANAGEMENT | TAX OPTIMIZATION | TAX PREPARATION

TRUST. AT BOGART WEALTH
THERE IS NO QUESTION.

When it’s time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions.
We believe the answer is Bogart Wealth.

Our mission is to help clients achieve financial peace of mind by preserving and maximizing inter-generational wealth.

Customized
Financial Planning

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

Chart of all of the Bogart Wealth services

We Believe the answer is Bogart wealth

Icon of a chart going up

Are their recommendations based purely on what’s best for you?

Icon of a rocket launching

Do they offer you insight, experience, available option – or just sell to you to serve their bottom line?

Icon of people talking

Do giant financial firms really serve your interests?

Icon of people sitting at table

Ever question the loyalty of your advisors?

Hand holding up a diamond icon

Are their recommendations based purely on what’s best for you?

Schedule a Wealth Coaching Session

  • This field is for validation purposes and should be left unchanged.

WHY RIA?

Our independence means your interests are placed above all else.

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 

WHY BOGART

Are Your Dreams Unique?

Our family, now in its fourth decade of advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.

LATEST INSIGHTS

Take a look at the latest insights straight from our resource center. 

Capital building
Tax Optimization

What’s in the Democrats’ Tax Plan?

Not really the “Biden Plan”; Corporate, Personal, and Other Tax Increases; No changes to SS Taxes; Retirement Pullbacks…

Read More →
An investor sets up a stop-limit order.
Investment Management

Beginning Investor’s Guide to Stop-Limit Orders

Traders use all kinds of strategies to maximize their profits and minimize their losses. They …

Read More →
A couple researches the best IRA for beginners.
Investment Management

How to Choose the Best IRA for Beginners

An IRA is an “independent retirement account” typically used by small businesses and individuals who …

Read More →
man applying the rule of 70 to his investments while sitting at a desk with documents and a calculator.
Uncategorized

Everything You Should Know About the Rule of 70

Financial pros have devised many quick tools to gauge investment performance. The rule of 70 …

Read More →

Are you looking for independent advice?

Is Bogart right for me?

  • This field is for validation purposes and should be left unchanged.

By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 650, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.

You are now leaving the Bogart Wealth, LLC / Bogart Wealth™ (“Bogart”), website and entering a third party website that we do not control.

Bogart is not responsible for third party websites hyper linked our website, and does not guarantee or necessarily endorse any content, recommendations, products or services offered on third party sites.

In addition, third party websites may have different privacy and security policies than Bogart. Therefore, you should review the applicable privacy and security policies of any third party website before you provide any information.

Ok